Employee onboarding form

Form structure

Long forms (like this onboarding form) should be broken down into multiple steps. Organized into different sections for easy navigation, this form ensures a smooth onboarding process. It contains the following steps:

1. Welcome page: Introduce form purpose. Brief onboarding overview.
2. Personal Details: Collect employee name, email, and phone details. Request work email information like role, department, and start date.
3. Emergency Contact: Capture emergency contact details, including name, phone, relationship.
4. Health History: Inquire about work nature, health conditions, diet, allergies, and medications.
5. Tax and Bank Information: Request tax details, preferred payment method, direct deposit information, and form uploads (W-4, I-9).

Industry use-cases

An onboarding form like this can be used across a wide spectrum of industries. Here are some examples on how you can tweak this template for different industries:

1. 
   SaaS Startup: Enable rapid onboarding of new hires during expansion phases. Modify fields to include NDA checkboxes or remote work policy acceptance.
2. 
   Healthcare Provider: Assist in the collection of essential documentation for medical staff. Customize to add certification uploads and immunization records.
3. 
   Restaurant Chain:

   Facilitate staff onboarding for multiple restaurant locations. Adjust to add manager info, location, and availability.

4. 
   Fintech Firm:

   Onboard new people for the sales team. Modify with multiple fields for regulatory disclosures.

5. 
   Logistics Company:

   Onboarding for delivery personnel. Personalize with fields for driver's license and vehicle insurance details.

Workflows and integrations

You can use workflows to trigger notifications, and integrations with third-party services. Here are some examples:

• 
  Email:

  Notify managers on new responses

• 
  Webhook:

  Send data to customer HR softwares, like ADP or Workday using webhooks

• 
  Asana:

  Create a new task in Asana for managers

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